Our client in Jupiter, FL is looking for their next Family Wealth Advisor. You will be responsible for performing relationship management and financial planning tasks for primarily High Net Worth clients as well as new business development. The role will involve providing detailed and comprehensive guidance to clients around their personal and business financial affairs including estate planning, charitable planning, tax planning/minimization, asset protection strategies, income protection strategies, investments, life and casualty insurance, retirement plans and real property portfolios.

Bachelor's Degree in Business
CPA
Series 65 or 66 Florida 2-15, or willing to obtain it within 90 days of employment
Understanding income and estate taxes - as well as corporate and trust documentation is a MUST.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.